Filed July 31, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,551 | $176,056+29.2% | $159,436+42.7% | $167,490+35.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.45% | 331.75%-316.3pp | 263.57%-248.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,816 | $5,297-46.8% | $4,829-41.7% | $4,837-41.8% |
| Participant deferral / active EE | $4,795 | $7,750-38.1% | $7,352-34.8% | $6,341-24.4% |
| Admin fee / account holder | $114 | $12,554-99.1% | $10,799-98.9% | $12,309-99.1% |